The Click to Close Podcast

Preston and I are back on the Click to Close Podcast! This week, we’re talking about everything happening behind the scenes—pre-sale launches, onboarding new teams, and all the updates we’ve been rolling out.

We dive into gamifying wins for users, what’s coming next with templates and integrations, and share some of the challenges and wins we’ve had testing everything live. If you’re curious about what’s...

Why do so many agents say they want more business—but avoid the one thing that actually creates it?

In this episode, we talk honestly about lead generation, the excuses agents make, and why “being too busy” isn’t real. We break down what actually works, why discipline matters more than motivation, and how simple routines create consistency.

This isn’t theory—it’s based on what we’ve personally done and seen work. If you know you co...

In this episode, we break down what to expect at this year’s conversion-focused event and why it’s built for anyone serious about better lead management, stronger systems, and higher accountability. 🤙🏼 We walk through the two-day setup, the ranch venue, the shuttle logistics, and how the learning blocks are structured so every attendee leaves with clear action steps.

We also talk about the new platform we’re rolling out, how it c...

We’ve been working on something big 🚀 and it’s almost ready to launch. In this episode, we talk about the upcoming release of our new CRM platform built to make lead management, automations, and integrations faster, cleaner, and smarter.

We walk through what makes it different 💡 from gamified dashboards that track daily wins to AI-driven smart lists and built-in email and texting tools that replace extra software.

We also share w...

In this episode, we break down why patience isn’t just a virtue. It’s a strategy. 

From understanding long lead cycles to setting realistic expectations with conversion rates, we talk about what it actually takes to see ROI in real estate.

We discuss how systems, accountability, and consistent follow-up are the real differentiators between teams that thrive and teams that stall.

Plus, we share why coaching, training, and staying p...

Consistency beats everything. In this episode, we break down what it really takes to grow a real estate team and thrive in today’s tougher market. From blocking time on your calendar to tying dollar values to every activity, we share the habits that separate the few who scale from the many who stall.

We also talk about:

• Why activity—not shortcuts—drives long-term success

• How younger agents are crushing sales with the right ...

Most leads don’t slip away because the offer is weak. They slip away because of how the follow-up is handled. ⏱️ Missing the right timing, not asking the right questions, or failing to stay consistent can quietly kill your chances without you even realizing it. The good news is that fixing this doesn’t take a complicated system—it just takes awareness and a few intentional tweaks.

In this episode, we break down the common mistake t...

What really makes a salesperson great? In this episode, we talk about why some agents crush it while others hesitate to even pick up the phone. We break down how being too empathetic can actually hold you back, why coming across as too pushy turns people off, and what it takes to find the sweet spot in between. You’ll hear why consistency matters more than motivation, why “no response” isn’t the same as a no, and the three key habi...

This week was packed—from in-person team catch-ups to major system shifts 💻. We talked about what it’s really like going from fully remote to a buzzing office, onboarding new hires, and trying to stay productive while the room’s full of side conversations and snack breaks 😅.

We also shared why we finally made the move from Pipedrive to HubSpot 🔁—and how it’s already making things smoother when it comes to contracts, payments 💳,...

In this episode, we talk about what really happens when people get rattled by others doing the same thing they are. From shady comments on posts to the pressure of always being “first,” we get into the kind of mindset that slows people down—and the one that helps you move faster. ⚡️

We share thoughts on staying focused, dealing with unpaid invoices (yeah, that happens), and why consistency will always win over ego. 💪🏽 It’s not ab...

In this episode, we talk about a new platform that’s giving loan officers exactly what they’ve been missing—control. This isn’t just some static directory. It’s a full setup with lead gen tools, custom landing pages, built-in reviews, and CRM integrations that actually work. No more sitting around waiting for agents to hand over leads. Now lenders can show up, stand out, and start building real connections on their own terms 📈.

We...

In this episode, we cover key industry news, starting with Housing Wire and their "The Gathering" event.  We also share updates on ez Home Search, including new tools for loan officers, our strategy to keep agent costs low by expanding into areas like home services, and our user-based pricing.  Plus, we discuss integrating lender partners into the platform. 

Looking ahead, we highlight upcoming events in Tahoe and Conversion Con.  ...

In this episode, we covered key updates on what's coming next.

Our new app is set to launch in Q3. The consumer version will include features like in-app messaging, saved searches, and real-time push notifications 🔔. The agent version will follow, with integrated tools that pull directly from Follow Up Boss for easier lead tracking.

We also talked about the new review system. It helps agents collect more positive reviews while fil...

We’ve been on a mission to cut the fluff from real estate tech—and this episode lays out exactly how we’re doing it. ⚙️

In this episode, we talk about why most agents stop using their tech... and how making things easier is the real unlock. We walk through the latest updates to the ez widget: quick one-off save searches, custom open house pages, home value tools, and more—all designed to work fast and stay out of your way.

We also ...

In this episode, we’re tackling cold calling—yes, it’s still relevant and can actually be a powerful tool for lead generation. 📞 We break down how to approach cold calls the right way, how to handle the nerves, and why they’re still a great way to build connections.

We’ll talk about strategies to make cold calls feel more natural, how to keep conversations going, and how to turn a simple call into a solid appointment. If you think...

Most agents struggle with lead conversion because they either come off too pushy or they’re afraid to ask for the sale.

In this episode, we break down exactly how to turn cold leads into loyal clients—without sounding desperate or salesy. We’re talking about the follow-up strategies that actually work ✅, the common mistakes that kill deals ❌, and the scripts that make conversations flow naturally. If you're tired of chasing leads t...

Most people overcomplicate sales. They think it’s about fancy scripts or saying the “right” thing at the “right” time. It’s not.

👉 Sales is about psychology, trust, and understanding what actually moves people to take action.

In this episode, we break down the real reason people buy, the mindset shift that turns hesitation into a yes, and the biggest mistake that’s probably costing you deals (without you even realizing it).

💡 No ...

Let’s be real—30 calls a day or a few conversations isn’t full-time work. Too many agents are playing it safe, and too many leaders are setting the bar too low. In this episode, we break down what real prospecting looks like, why 80+ calls a day should be the standard, and how top producers are making thousands of dials per month.

We also expose a hidden killer in real estate—email deliverability. If your emails are landing in spam...